Copper + Gravity Forms

Create or update Copper persons from new Gravity Forms submissions

Effortlessly manage your contacts by connecting Gravity Forms with Copper. With this workflow, whenever a new form submission happens in Gravity Forms, it will create or update a person in Copper CRM. This seamless integration saves time and keeps your customer data organized, making it easier to stay on top of your relationship management.

Effortlessly manage your contacts by connecting Gravity Forms with Copper. With this workflow, whenever a new form submission happens in Gravity Forms, it will create or update a person in Copper CRM. This seamless integration saves time and keeps your customer data organized, making it easier to stay on top of your relationship management.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create/Update Person

    Creates or Updates a Person depending on the match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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